This
course is designed to make sense of estate planning. Learn how to structure
and effective estate plan using a highly visual, real-life situation
approach. Diagrams, charts, tables, and calculation sheets are used to
present key elements of any successful estate plan – from the simplest to the
most complex.

Learning
Objectives:

Upon
successful completion of this course, participants will be able to:

Know and understand the basic
elements of estate planning exposing clients to the wide spectrum of
estate planning.

Understand the importance of
well-draft legal documents and clarify the key team participants.

Name and clarify the estate
deductions allowed under federal estate tax law.